with @pwang @martin_casado
AI/ML development is like reining in the natural world, more like physics and even metaphysics, where data and models are fluid. But this not just a philosophical observation; it has real implications for the margins, organizational structures, and building of such businesses. Especially as we’re in a tricky time of transition, where customers don’t even know what they’re asking for, yet are looking for AI/ML help or know it’s the future. So what does this all mean for the software value chain; for open source collaboration and commodification; for a new type of AI/ML company; and for the future of software businesses?
